Position in CDNS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,567,939
+$712,046 QoQ
Shares Held
6,842
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#582
of 1,494 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Concord Wealth Partners holds $5,059,387 across 15 Software - Application names. CDNS ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
This page
|
6,842 | $2,567,939 | |
| 2 | CRM |
Salesforce, Inc.
|
6,923 | $1,084,557 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,783 | $971,256 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,597 | $357,648 | |
| 5 | SHOP |
Shopify Inc.
|
300 | $34,254 | |
| 6 | INTU |
Intuit Inc.
|
72 | $18,792 | |
| 7 | ADSK |
Autodesk, Inc.
|
28 | $5,443 | |
| 8 | UBER |
Uber Technologies, Inc
|
68 | $4,906 |
All Filings in CDNS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,567,939 | 6,842 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,855,893 | 6,679 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,801,085 | 5,762 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,871,162 | 5,327 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,594,984 | 5,176 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,229,431 | 4,834 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,374,003 | 4,573 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $834,772 | 3,080 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $880,472 | 2,861 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $789,094 | 2,535 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $519,681 | 1,908 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $235,471 | 1,005 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $212,709 | 907 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $101,263 | 482 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,124 | 7 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $11,252 | 75 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $223,007 | 1,356 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $238,900 | 1,282 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $45,280 | 299 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $145,713 | 1,065 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $134,524 | 982 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,046 | 15 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||